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The Analysis of Independent Wealth Advisors LLC's Holdings & P&L

Currently, Independent Wealth Advisors LLC holds 77 types of securities in its portfolio with a total value $110.5M. In the most recent quarter, they have increased their positions in NOBL (+47.0K shares, valued at $2.6M), SHY (+29.8K shares, valued at $2.4M), MGK (+21.1K shares, valued at $1.9M); decreased their positions in CDX (-56.5K shares, valued at $1.2M), CSHI (-22.6K shares, valued at $1.1M), USFR (-8.8K shares, valued at $440.6K); initiated new positions in SMH (+675 shares, valued at $442.6K), N/A (+2.4K shares, valued at $327.7K), BAI (+6.1K shares, valued at $321.9K).

1M P&L

+49.8K+0.06%

3M P&L

+2.7M+3.15%

HY P&L

-19.9M-18.19%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A101.2M

97.5%

2Consumer Electronics1.3M

1.3%

3Internet Content & Information542.3K

0.5%

Top Industries by Stock Count

1N/A65 stocks

92.9%

2Internet Content & Information2 stocks

2.9%

3Consumer Electronics1 stocks

1.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GLD SPDR GOLD TR26.4K shares-0.51%2026-06-302026-07-27

HEQT SIMPLIFY EXCHANGE TRADED FUN204.8K shares10.24%2026-06-302026-07-27

SHY ISHARES TR77.6K shares62.51%2026-06-302026-07-27

SPD SIMPLIFY EXCHANGE TRADED FUN149.6K shares0.49%2026-06-302026-07-27

CSHI NEOS ETF TRUST105.7K shares-17.62%2026-06-302026-07-27

USFR WISDOMTREE TR102.8K shares-7.85%2026-06-302026-07-27

NOBL PROSHARES TR91.6K shares105.23%2026-06-302026-07-27

HOLA J P MORGAN EXCHANGE TRADED F92.7K shares7.58%2026-06-302026-07-27

Sponsored

SSUS STRATEGY SHS77.3K shares2.61%2026-06-302026-07-27

MGC VANGUARD WORLD FD13.4K shares-0.77%2026-06-302026-07-27

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T4.5K shares1.58%2026-06-302026-07-27

IAU ISHARES GOLD TR43.3K shares1.95%2026-06-302026-07-27

MGK VANGUARD WORLD FD26.9K shares365.55%2026-06-302026-07-27

SLV ISHARES SILVER TR42.8K shares-0.92%2026-06-302026-07-27

RSP INVESCO EXCHANGE TRADED FD T10.3K shares22.73%2026-06-302026-07-27

BSJQ INVESCO EXCH TRD SLF IDX FD88.0K shares0.71%2026-06-302026-07-27

Sponsored

BSJR INVESCO EXCH TRD SLF IDX FD88.0K shares2.15%2026-06-302026-07-27

PSCI INVESCO EXCH TRADED FD TR II9.1K shares0.74%2026-06-302026-07-27

HDV ISHARES TR61.4K shares417.73%2026-06-302026-07-27

INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD71.3K shares4.68%2026-06-302026-07-27

IXUS ISHARES TR14.7K shares37.24%2026-06-302026-07-27

AAPL APPLE INC4.6K shares2.97%2026-06-302026-07-27

VTV VANGUARD INDEX FDS5.7K shares0.17%2026-06-302026-07-27

VBR VANGUARD INDEX FDS5.0K shares-9.66%2026-06-302026-07-27

Sponsored

VT VANGUARD INTL EQUITY INDEX F7.3K shares-0.23%2026-06-302026-07-27

IOO ISHARES TR7.7K shares2.39%2026-06-302026-07-27

ALLW SSGA ACTIVE TR34.1K shares116.29%2026-06-302026-07-27

CDX SIMPLIFY EXCHANGE TRADED FUN45.8K shares-55.22%2026-06-302026-07-27

HDG PROSHARES TR17.4K shares201.26%2026-06-302026-07-27

TCAF T ROWE PRICE EXCHANGE-TRADED21.6K shares2.87%2026-06-302026-07-27

IWM ISHARES TR3.0K shares5.84%2026-06-302026-07-27

ITA ISHARES TR3.3K shares-2.62%2026-06-302026-07-27

Sponsored

PSI INVESCO EXCHANGE TRADED FD T4.0K shares0.00%2026-06-302026-07-27

MGV VANGUARD WORLD FD4.4K shares-10.25%2026-06-302026-07-27

VOE VANGUARD INDEX FDS3.6K shares2.41%2026-06-302026-07-27

SGOV ISHARES TR6.3K shares0.38%2026-06-302026-07-27

QQQ INVESCO QQQ TR857 shares-22.44%2026-06-302026-07-27

VEU VANGUARD INTL EQUITY INDEX F7.2K shares5.91%2026-06-302026-07-27

CARY ANGEL OAK FUNDS TRUST29.2K shares8.39%2026-06-302026-07-27

SCHD SCHWAB STRATEGIC TR16.0K shares0.34%2026-06-302026-07-27

Sponsored

IWB ISHARES TR1.2K shares-0.99%2026-06-302026-07-27

VO VANGUARD INDEX FDS6.1K shares300.20%2026-06-302026-07-27

MSFT MICROSOFT CORP1.3K shares1.58%2026-06-302026-07-27

IJR ISHARES TR3.2K shares75.30%2026-06-302026-07-27

VB VANGUARD INDEX FDS1.5K shares0.26%2026-06-302026-07-27

VANECK ETF TRUST VANECK ETF TRUST6.1K shares-2.40%2026-06-302026-07-27

SMH VANECK ETF TRUST675 sharesnew addition2026-06-302026-07-27

VGT VANGUARD WORLD FD3.4K shares700.24%2026-06-302026-07-27

Sponsored

IVE ISHARES TR1.7K shares1.00%2026-06-302026-07-27

VWO VANGUARD INTL EQUITY INDEX F6.5K shares7.13%2026-06-302026-07-27

VUG VANGUARD INDEX FDS4.5K shares500.00%2026-06-302026-07-27

XAR SPDR SERIES TRUST1.3K shares0.00%2026-06-302026-07-27

VANGUARD INDEX FDS VANGUARD INDEX FDS1.0K shares-8.42%2026-06-302026-07-27

IWY ISHARES TR1.3K shares0.00%2026-06-302026-07-27

IWF ISHARES TR2.8K shares300.43%2026-06-302026-07-27

ISHARES TR ISHARES TR455 shares0.22%2026-06-302026-07-27

Sponsored

VOO VANGUARD INDEX FDS490 shares-4.67%2026-06-302026-07-27

VXUS VANGUARD STAR FDS3.9K shares-5.23%2026-06-302026-07-27

EXXON MOBIL CORP EXXON MOBIL CORP2.4K sharesnew addition2026-06-302026-07-27

FLOT ISHARES TR6.4K shares-0.70%2026-06-302026-07-27

BAI BLACKROCK ETF TRUST6.1K sharesnew addition2026-06-302026-07-27

GOOGL ALPHABET INC824 shares0.00%2026-06-302026-07-27

XLE SELECT SECTOR SPDR TR5.4K shares0.60%2026-06-302026-07-27

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR6.1K shares0.28%2026-06-302026-07-27

Sponsored

ILCV ISHARES TR2.7K shares0.23%2026-06-302026-07-27

IVW ISHARES TR1.9K shares3.83%2026-06-302026-07-27

VYM VANGUARD WHITEHALL FDS1.7K shares14.03%2026-06-302026-07-27

PSL INVESCO EXCHANGE TRADED FD T2.3K shares0.04%2026-06-302026-07-27

GOOG ALPHABET INC701 sharesnew addition2026-06-302026-07-27

IBM INTERNATIONAL BUSINESS MACHS872 shares4.31%2026-06-302026-07-27

DFVX DIMENSIONAL ETF TRUST2.8K sharesnew addition2026-06-302026-07-27

XLK SELECT SECTOR SPDR TR1.2K sharesnew addition2026-06-302026-07-27

Sponsored

CHAT TIDAL TRUST II2.3K sharesnew addition2026-06-302026-07-27

IEMG ISHARES INC2.6K sharesnew addition2026-06-302026-07-27

HYG ISHARES TR2.6K shares-30.74%2026-06-302026-07-27

DFLV DIMENSIONAL ETF TRUST5.2K sharesnew addition2026-06-302026-07-27

IJJ ISHARES TR1.4K sharesnew addition2026-06-302026-07-27

GLD

SPDR GOLD TR

-0.51%

Shares26.4K

Event2026-06-30

Filed2026-07-27

HEQT

SIMPLIFY EXCHANGE TRADED FUN

10.24%

Shares204.8K

Event2026-06-30

Filed2026-07-27

SHY

ISHARES TR

62.51%

Shares77.6K

Event2026-06-30

Filed2026-07-27

SPD

SIMPLIFY EXCHANGE TRADED FUN

0.49%

Shares149.6K

Event2026-06-30

Filed2026-07-27

CSHI

NEOS ETF TRUST

-17.62%

Shares105.7K

Event2026-06-30

Filed2026-07-27

USFR

WISDOMTREE TR

-7.85%

Shares102.8K

Event2026-06-30

Filed2026-07-27

NOBL

PROSHARES TR

105.23%

Shares91.6K

Event2026-06-30

Filed2026-07-27

HOLA

J P MORGAN EXCHANGE TRADED F

7.58%

Shares92.7K

Event2026-06-30

Filed2026-07-27

SSUS

STRATEGY SHS

2.61%

Shares77.3K

Event2026-06-30

Filed2026-07-27

MGC

VANGUARD WORLD FD

-0.77%

Shares13.4K

Event2026-06-30

Filed2026-07-27

STATE STR SPDR S&P 500 ETF T

1.58%

Shares4.5K

Event2026-06-30

Filed2026-07-27

IAU

ISHARES GOLD TR

1.95%

Shares43.3K

Event2026-06-30

Filed2026-07-27

MGK

VANGUARD WORLD FD

365.55%

Shares26.9K

Event2026-06-30

Filed2026-07-27

SLV

ISHARES SILVER TR

-0.92%

Shares42.8K

Event2026-06-30

Filed2026-07-27

RSP

INVESCO EXCHANGE TRADED FD T

22.73%

Shares10.3K

Event2026-06-30

Filed2026-07-27

BSJQ

INVESCO EXCH TRD SLF IDX FD

0.71%

Shares88.0K

Event2026-06-30

Filed2026-07-27

BSJR

INVESCO EXCH TRD SLF IDX FD

2.15%

Shares88.0K

Event2026-06-30

Filed2026-07-27

PSCI

INVESCO EXCH TRADED FD TR II

0.74%

Shares9.1K

Event2026-06-30

Filed2026-07-27

HDV

ISHARES TR

417.73%

Shares61.4K

Event2026-06-30

Filed2026-07-27

INVESCO EXCH TRD SLF IDX FD

4.68%

Shares71.3K

Event2026-06-30

Filed2026-07-27

IXUS

ISHARES TR

37.24%

Shares14.7K

Event2026-06-30

Filed2026-07-27

AAPL

APPLE INC

2.97%

Shares4.6K

Event2026-06-30

Filed2026-07-27

VTV

VANGUARD INDEX FDS

0.17%

Shares5.7K

Event2026-06-30

Filed2026-07-27

VBR

VANGUARD INDEX FDS

-9.66%

Shares5.0K

Event2026-06-30

Filed2026-07-27

VANGUARD INTL EQUITY INDEX F

-0.23%

Shares7.3K

Event2026-06-30

Filed2026-07-27

IOO

ISHARES TR

2.39%

Shares7.7K

Event2026-06-30

Filed2026-07-27

ALLW

SSGA ACTIVE TR

116.29%

Shares34.1K

Event2026-06-30

Filed2026-07-27

CDX

SIMPLIFY EXCHANGE TRADED FUN

-55.22%

Shares45.8K

Event2026-06-30

Filed2026-07-27

HDG

PROSHARES TR

201.26%

Shares17.4K

Event2026-06-30

Filed2026-07-27

TCAF

T ROWE PRICE EXCHANGE-TRADED

2.87%

Shares21.6K

Event2026-06-30

Filed2026-07-27

IWM

ISHARES TR

5.84%

Shares3.0K

Event2026-06-30

Filed2026-07-27

ITA

ISHARES TR

-2.62%

Shares3.3K

Event2026-06-30

Filed2026-07-27

PSI

INVESCO EXCHANGE TRADED FD T

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-27

MGV

VANGUARD WORLD FD

-10.25%

Shares4.4K

Event2026-06-30

Filed2026-07-27

VOE

VANGUARD INDEX FDS

2.41%

Shares3.6K

Event2026-06-30

Filed2026-07-27

SGOV

ISHARES TR

0.38%

Shares6.3K

Event2026-06-30

Filed2026-07-27

QQQ

INVESCO QQQ TR

-22.44%

Shares857

Event2026-06-30

Filed2026-07-27

VEU

VANGUARD INTL EQUITY INDEX F

5.91%

Shares7.2K

Event2026-06-30

Filed2026-07-27

CARY

ANGEL OAK FUNDS TRUST

8.39%

Shares29.2K

Event2026-06-30

Filed2026-07-27

SCHD

SCHWAB STRATEGIC TR

0.34%

Shares16.0K

Event2026-06-30

Filed2026-07-27

IWB

ISHARES TR

-0.99%

Shares1.2K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

300.20%

Shares6.1K

Event2026-06-30

Filed2026-07-27

MSFT

MICROSOFT CORP

1.58%

Shares1.3K

Event2026-06-30

Filed2026-07-27

IJR

ISHARES TR

75.30%

Shares3.2K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

0.26%

Shares1.5K

Event2026-06-30

Filed2026-07-27

VANECK ETF TRUST

-2.40%

Shares6.1K

Event2026-06-30

Filed2026-07-27

SMH

VANECK ETF TRUST

New

Shares675

Event2026-06-30

Filed2026-07-27

VGT

VANGUARD WORLD FD

700.24%

Shares3.4K

Event2026-06-30

Filed2026-07-27

IVE

ISHARES TR

1.00%

Shares1.7K

Event2026-06-30

Filed2026-07-27

VWO

VANGUARD INTL EQUITY INDEX F

7.13%

Shares6.5K

Event2026-06-30

Filed2026-07-27

VUG

VANGUARD INDEX FDS

500.00%

Shares4.5K

Event2026-06-30

Filed2026-07-27

XAR

SPDR SERIES TRUST

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

-8.42%

Shares1.0K

Event2026-06-30

Filed2026-07-27

IWY

ISHARES TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-27

IWF

ISHARES TR

300.43%

Shares2.8K

Event2026-06-30

Filed2026-07-27

ISHARES TR

0.22%

Shares455

Event2026-06-30

Filed2026-07-27

VOO

VANGUARD INDEX FDS

-4.67%

Shares490

Event2026-06-30

Filed2026-07-27

VXUS

VANGUARD STAR FDS

-5.23%

Shares3.9K

Event2026-06-30

Filed2026-07-27

EXXON MOBIL CORP

New

Shares2.4K

Event2026-06-30

Filed2026-07-27

FLOT

ISHARES TR

-0.70%

Shares6.4K

Event2026-06-30

Filed2026-07-27

BAI

BLACKROCK ETF TRUST

New

Shares6.1K

Event2026-06-30

Filed2026-07-27

GOOGL

ALPHABET INC

0.00%

Shares824

Event2026-06-30

Filed2026-07-27

XLE

SELECT SECTOR SPDR TR

0.60%

Shares5.4K

Event2026-06-30

Filed2026-07-27

SELECT SECTOR SPDR TR

0.28%

Shares6.1K

Event2026-06-30

Filed2026-07-27

ILCV

ISHARES TR

0.23%

Shares2.7K

Event2026-06-30

Filed2026-07-27

IVW

ISHARES TR

3.83%

Shares1.9K

Event2026-06-30

Filed2026-07-27

VYM

VANGUARD WHITEHALL FDS

14.03%

Shares1.7K

Event2026-06-30

Filed2026-07-27

PSL

INVESCO EXCHANGE TRADED FD T

0.04%

Shares2.3K

Event2026-06-30

Filed2026-07-27

GOOG

ALPHABET INC

New

Shares701

Event2026-06-30

Filed2026-07-27

IBM

INTERNATIONAL BUSINESS MACHS

4.31%

Shares872

Event2026-06-30

Filed2026-07-27

DFVX

DIMENSIONAL ETF TRUST

New

Shares2.8K

Event2026-06-30

Filed2026-07-27

XLK

SELECT SECTOR SPDR TR

New

Shares1.2K

Event2026-06-30

Filed2026-07-27

CHAT

TIDAL TRUST II

New

Shares2.3K

Event2026-06-30

Filed2026-07-27

IEMG

ISHARES INC

New

Shares2.6K

Event2026-06-30

Filed2026-07-27

HYG

ISHARES TR

-30.74%

Shares2.6K

Event2026-06-30

Filed2026-07-27

DFLV

DIMENSIONAL ETF TRUST

New

Shares5.2K

Event2026-06-30

Filed2026-07-27

IJJ

ISHARES TR

New

Shares1.4K

Event2026-06-30

Filed2026-07-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available